Mark Thewlis
Pension and Tax Specialist
See qualifications See accreditations
CII Advanced Diploma in Financial Planning (APFS)
CII Diploma in Financial Planning (DipPFS)
STEP qualification
CII Certificate in Financial Planning
CII Certificate in Equity Release
CISI Certificate in Pension Transfers and Planning Advice
CII Certificate in Regulated Financial Services Operations
CII Certificate in Pension Transfer Advice
CII Certificate in Mortgage Advice
CII Certificate in Financial Planning and Lifetime Mortgage Activities
CII Certificate in Financial Planning and Long-Term Care Insurance
CII Award in Pensions Update
CII Award in Financial Administration (Life)
CII Award in Financial Administration (Pensions)
CII Certificate in Life and Pensions
CII Award in Long Term Care Insurance
PMI Certificate in Pensions Essentials
STEP Certificate for Financial Services – Trusts and Estate Planning
Fellowship of the PFS
Mark is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the Personal Finance Society. Completion of the Fellowship programme shows that Mark has attained and maintained the most prestigious level of professional financial planning achievement and that he adheres to a stringent professional Code of Ethics.
Certified Financial Planner (CISI)
The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals.
It is awarded by the Chartered Institute for Securities and Insurance and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards. The CFP logo means you can have confidence your financial planner has the technical competence you require and the integrity to work only in your best interests.
Chartered Wealth Manager (CISI)
Developed in consultations with leading stockbrokers, investment banks and professional trade bodies, the Chartered Wealth Manager accreditation is a postgraduate level specialist qualification. It is recognised by financial services recruiters as the best qualification for roles in wealth management and is comprised of three units – Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
Professionally
Having worked in financial services for over 30 years, Mark is one of only a handful of industry professionals to hold both Chartered Financial Planner and Certified Financial Planner status. He also develops and writes educational material for consumers and industry advisers.
Importantly
Mark is an independent financial adviser. That means he is able to offer solutions from the whole of the market.All regulated financial advisors must be authorised by the Financial Conduct Authority (FCA) and appear on their register. You can find Mark’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).
VouchedFor
I’m featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. By clicking on the VouchedFor widget (left), you can read reviews my clients have written about me.